How big is Carolina Peridontics & Endodon's plan?

Carolina Peridontics & Endodon's plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250730110156NAL0004560961001

Carolina Peridontics & Endodon

Name: Carolina Peridontics & Endodon — Carolina Peridontic, Form 5500 (2024)
Creator: Carolina Peridontics & Endodon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina Peridontics & Endodon 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carolina Peridontics & Endodon's Carolina Peridontics & Endodon 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

CHAD Matthews signed Carolina Peridontics & Endodon's 2024 Form 5500 as plan administrator.

CHAD Matthews — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carolina Peridontics & Endodon's EIN is 27-2866377.

EIN 27-2866377

Plan number 001

Plan year 2024

ACK ID 20250730110156NAL0004560961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolina Peridontics & Endodon from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolina Peridontics & Endodon's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLINA PERIDONTICS & ENDODON.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off